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AVEWX vs CWGFX
AVEWX vs CWGFX Comparison
Open Charts AVEWX vs CWGFX
Ave Maria World Equity
Price$22.40
Change+$0.13 (+0.58%)
VolumeN/A
Net Assets135.75M
American Funds Capital World Gr&Inc F1
Price$77.14
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
AVEWX vs CWGFX Comparison Chart in %
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AVEWX vs. CWGFX commentary
Dec 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVEWX is a StrongBuy and CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AVEWX (136M). CWGFX pays higher dividends than AVEWX: CWGFX (1.31) vs AVEWX (0.35). AVEWX was incepted earlier than CWGFX: AVEWX (16 years) vs CWGFX (25 years). AVEWX (1.03) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). CWGFX has a lower initial minimum investment than AVEWX: CWGFX (250) vs AVEWX (2500). CWGFX annual gain was more profitable for investors over the last year : 12.58 vs. AVEWX (7.29). AVEWX return over 5 years is better than : 50.00 vs. CWGFX (41.11).
| AVEWX | CWGFX | AVEWX / CWGFX | |
| Total Expense Ratio | 1.03 | 0.80 | 129% |
| Annual Report Gross Expense Ratio | 1.03 | 0.80 | 129% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 12.062 | 21.970 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 142B | 0% |
| Annual Yield % from dividends | 0.35 | 1.31 | 27% |
| Returns for 1 year | 7.29 | 12.58 | 58% |
| Returns for 3 years | 35.90 | 49.31 | 73% |
| Returns for 5 years | 50.00 | 41.11 | 122% |
| Returns for 10 years | 83.64 | 79.52 | 105% |
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